Personal Trust Officer - Bartlesville, Oklahoma United States - 18077



JOB DESCRIPTION

Job #: 18077
Title: Personal Trust Officer
Job Location: Bartlesville, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Plus Incentive on new business
Employer Will Recruit From: Nationwide
Bank trust departments/ trust companies
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Our client, one of Forbes Best Places to Work seeks to hire a personal trust officer.  There is tremendous opportunity for growth to a senior level officer.  You can be part of a growing organization with a stable history of client service and employee recognition. 

JOB DESCRIPTION

As Personal Trust Officer, your duties will include: 

  • Administer between 100 and 120 accounts
  • Average account size is $1 million.
  • Accounts are 1/3 IRA’s, 1/3 agency’s, 1/3 personal trusts
  • Assist with new business
     

QUALIFICATIONS

As Personal Trust Officer you will have:

  • In-depth knowledge of trust administration 
  • Experience interpreting trust documents
  • Knowledge of IRA’s and distribution rules
  • Strong customer relationship skills
  • Team player
  • Bachelor’s degree required
  • CTFA or be willing to obtain
  • CFP is a plus but not required

Education:
University - Bachelor's Degree/3-4 Year Degree

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